Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2022.
Plan documents, fee disclosures, annual reports - these documents (and more) are all required participant notices as directed by ERISA. Do you know how you should deliver these notices or if you can hire an outside provider to help you engage your participants? We cover these questions, and more in this installment of our Fiduciary Training Program focused on employee engagement and required notices.
This webinar is focused on addressing the current and future landscape of lifetime income solutions in hopes we can help plan sponsors understand what is a good decision for their retirement plan.
During this webcast, cohosted by Moss Adams, we provided context on SOC (System and Organization Controls) examinations, also known as SOC audits.
In this webinar, members of our Vendor Services and Techincal Services Committees discuss the top 5 trends we feel are impacting DC plan sponsors today.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
This Fiduciary Training webinar focuses on what committees need to understand about their fiduciary duties as it related to the investments in their retirement plan.
This Fiduciary Training webinar focuses on understanding the fiduciary requirements as it related to hiring a service provider for your retirement plan. This presentation is part of our L2 Fiduciary Training.
During this webinar, we cover the the reasons for fund mapping, the DOL guidance on fund mapping, and three common fund mapping strategies + more
This webinar focuses on the documentation plan fiduciaries need to maintain in their records. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.
Hear from members of our Vendor Services Committee as they walk through why understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.